Wealth Management Partners, LLC Vanguard Dividend Appreciation Transaction History

Wealth Management Partners, LLC

  • $194 Million
  • Q1 2024

A detailed history of Wealth Management Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Management Partners, LLC holds 2,677 shares of VIG stock, worth $487,615. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,677
Previous 2,677 -0.0%
Holding current value
$487,615
Previous $456,000 7.02%
% of portfolio
0.25%
Previous 0.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023
BUY
$155.38 - $166.95 $3,884 - $4,173
25 Added 0.94%
2,677 $415,000
Q2 2023

Jul 24, 2023
BUY
$152.74 - $162.43 $68,122 - $72,443
446 Added 20.22%
2,652 $430,000
Q1 2023

Apr 14, 2023
BUY
$147.24 - $158.33 $30,331 - $32,615
206 Added 10.3%
2,206 $339,000
Q4 2021

Jan 19, 2022
SELL
N/A
-78 Reduced 3.75%
2,000 $357,000
Q2 2021

Jul 14, 2021
BUY
N/A
70 Added 3.49%
2,078 $322,000
Q4 2020

Feb 04, 2021
BUY
N/A
2,008 New
2,008 $283,000

Others Institutions Holding VIG

# of Institutions
2,139
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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